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Estate Services

A well-executed estate plan may provide peace of mind that your wishes will be carried out and that family members are cared for. Wells Fargo Private Bank can help you efficiently transition your wealth, working with your advisors to assist with tax and legal concerns.

For beneficiaries, settling an estate can be complicated, time consuming, and stressful. Often, they may be unprepared to deal with the complexities and numerous tasks involved in settling an estate.

Our comprehensive estate settlement services are designed to help fulfill your wishes and offer your beneficiaries the support and guidance they need during a difficult time.

Assisting your family with the estate settlement process

Wells Fargo can act in several different capacities to assist you—as executor (personal representative), co-executor, trustee, co-trustee, successor trustee, or as an agent for an executor. We manage every aspect of the process and serve as an objective third party in handling any disputes. Our estate settlement specialists will assist you or your family with:

Tax-efficient solutions for even the most complex estates

Timely collection, valuation, and distribution of assets

Court administration services

Monitoring taxes and other expenses

Professional asset management

Preparing estate, inheritance, and income tax returns

Support from experienced professionals

The estate settlement process can be confusing, but the knowledgeable and dedicated Estate Services specialists at Wells Fargo can assist you or your family through the process. Using a team-based approach, we’ll consult with your professional advisors, such as an attorney or accountant, to help manage the estate settlement. You or your beneficiary will also have access to additional guidance, when needed, such as team members with advanced credentials.

Through planning and communication, your estate can be settled promptly, impartially, in accordance with your wishes, and with minimal stress.

Wells Fargo & Company and its affiliates do not provide tax or legal advice. Wells Fargo Advisors is not a tax or legal advisor. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

Investment and Insurance Products are:

Not insured by the FDIC or any Federal Government Agency

Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested